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Investments / —
 

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undefined Composite
tooltip: For model portfolios, the share class reflects the expenses related to the underlying funds in the representative account.
Summary
 

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undefined Composite
tooltip: For model portfolios, the share class reflects the expenses related to the underlying funds in the representative account.

Summary

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  • Portfolio Solutions Committee Members 7
  • WAERMP_WAERG
    Weighted Average Expense Ratio (%) —

    Underlying Funds

    Growth
    		5%
    Capital Group Global Equity ETF5%
    Growth and income
    		24%
    Capital Group Conservative Equity ETF6%
    Capital Group Dividend Growers ETF8%
    Capital Group Dividend Value ETF10%
    Balanced
    		12%
    Capital Group Core Balanced ETF12%
    Income
    		59%
    Capital Group Core Bond ETF20%
    Capital Group Core Plus Income ETF20%
    Capital Group International Bond ETF (USD-Hedged)5%
    Capital Group Short Duration Income ETF4%
    Capital Group U.S. Multi-Sector Income ETF10%
    As of 04/21/2026 (updated daily).
    MODEL HISTORICAL ALLOCATIONS

    Asset Mix

    No data is available at this time.

    Facts

    ID
    Model Composite Inception
    —
    Companies/Issuers
    —
    Holdings are as of — (updated —).
    portfolioTurnover
    Portfolio Turnover
    —%
    Holdings are as of — (updated —).
    RSG_YTD, RSNF_YTD, RSGA_LT, RSNFA_LT

    Returns 2

  • Month-End Returns as of 03/31/2026
  • Quarter-End Returns as of 03/31/2026
    • Read important investment disclosures
    • ●Composite Gross
    • ●Composite Net
    • ●Index
    Returns table
    STRATEGYYear-to-date1 YearSince inception

    Index data refers to the Conservative Income and Growth Model Portfolio Index Blend.

    Model Composite Inception: 01/31/2025.

    Returns greater than one year are annualized.

    Valuation

    Price/ Book tooltip: Price-to-book ratio compares a stock's market value to the value of total assets less total liabilities (book value). Adjusted for stock splits. Price/ Cash Flow tooltip: Price-to-cash-flow (P/C) ratio is the average price to cash flow ratio of the individual stocks within a fund/model. Price/ Earnings tooltip: Price-to-earnings (P/E) ratio takes the current price of a stock divided by its earnings per share. The ratio reflects the cost of a given stock per dollar of current annual earnings and is the most common measure of a stock's expense. The higher the P/E, the more investors are paying, and therefore the more earnings growth they are expecting.
    Model
    		3.510.318.9
    Index tooltip: undefined definition not found.
    		4.315.822.8
    Model as of 03/31/2026. Index as of 03/31/2026.

    Portfolio Solutions Committee

    • Years of Experience with Capital Group
    • Years of Experience with Investment Industry
    John Queen
    24
    36
    Wesley Phoa
    27
    33
    Samir Mathur
    13
    33
    Andrew Suzman
    32
    Michelle Black
    24
    31
    Brittain Ezzes
    4
    28
    Damien McCann
    26

    A boldface number indicates that years of experience with Capital Group is equal to years of experience with investment industry.

    Portfolio managers as of 04/22/2026. Portfolio managers' years of experience are as of the previous calendar year end.

    Risk

    Expenses

    Resources

    No resources available at this time.
    All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.
    Totals may not reconcile due to rounding.
    Investment results assume all distributions are reinvested and reflect applicable fees and expenses.
    Results and results-based figures shown are preliminary and subject to change.
    1
    Includes cash, short-term securities, other assets less liabilities, accruals, derivatives and forwards. It may also include investments in money market or similar funds managed by the investment adviser or its affiliates that are not offered to the public.
    2
    Returns are in USD, are asset weighted, and reflect the reinvestment of dividends, interest and other earnings (net of withholding taxes).
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    Advisory services offered through Capital Research and Management Company (CRMC) and its RIA affiliates.
    © 2026 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar, its content providers nor Capital Group are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. Information is calculated by Morningstar. When applicable, due to differing calculation methods, the figures shown here may differ from those calculated by Capital Group.